As of the latest SEC filings, DTE ENERGY CO (DTE) is held by 840 institutional funds. The largest fund shareholder is Dodge & Cox International Stock Fund (DODFX), holding an estimated $877,746,347.52 in market value, representing 1.44% of its portfolio.
Funds holding DTE ENERGY CO (DTE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DTE
- CIK:
- 0000936340
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DODFX
Dodge & Cox International Stock Fund
|
MF | Independent / Boutique | 1.44% | $877,746,347.52 | 23,803,900 | Mar 31, 2026 | Jun 1, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.74% | $847,254,938.53 | 5,585,437 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $820,979,971.80 | 5,614,690 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.05% | $771,586,417.14 | 5,276,887 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.27% | $586,849,625.67 | 3,868,743 | Apr 30, 2026 | Jun 26, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.28% | $557,434,798.44 | 3,812,302 | Mar 31, 2026 | May 28, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 2.13% | $520,960,511.88 | 3,562,854 | Mar 31, 2026 | May 28, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.38% | $479,809,728.86 | 3,163,094 | Apr 30, 2026 | Jun 26, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.30% | $439,879,611.71 | 2,899,859 | Apr 30, 2026 | Jun 26, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.05% | $391,804,249.60 | 2,643,040 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $390,542,799.72 | 2,670,926 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.14% | $381,068,913.48 | 2,606,134 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.05% | $353,173,792.98 | 2,415,359 | Mar 31, 2026 | May 28, 2026 |
|
JAENX
Janus Henderson Enterprise Fund
|
MF | Independent / Boutique | 1.58% | $322,313,915.76 | 2,204,308 | Mar 31, 2026 | May 29, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.11% | $293,250,068.45 | 7,952,749 | Mar 31, 2026 | May 28, 2026 |
|
MDDVX
BlackRock Equity Dividend Fund
|
MF | BlackRock / iShares | 1.42% | $280,022,622.11 | 1,846,019 | Apr 30, 2026 | Jun 25, 2026 |
|
CGDV
Capital Group Dividend Value ETF
|
ETF | Independent / Boutique | 0.86% | $263,108,655.92 | 1,774,883 | Feb 28, 2026 | Apr 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.11% | $254,628,047.52 | 1,678,608 | Apr 30, 2026 | Jun 24, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 1.13% | $247,981,809.00 | 1,695,950 | Mar 31, 2026 | May 29, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.11% | $238,780,915.50 | 1,633,025 | Mar 31, 2026 | May 28, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 1.90% | $209,435,547.36 | 1,412,814 | Feb 28, 2026 | Apr 28, 2026 |
|
LCCAX
Columbia Contrarian Core Fund
|
MF | Columbia Threadneedle | 1.23% | $198,687,257.92 | 1,340,308 | Feb 28, 2026 | Apr 27, 2026 |
|
CBFAX
American Funds Global Balanced Fund
|
MF | Capital Group / American Funds | 0.60% | $195,188,927.78 | 1,286,762 | Apr 30, 2026 | Jun 26, 2026 |
|
FKUTX
Franklin Utilities Fund
|
MF | Franklin Templeton | 2.45% | $190,086,000.00 | 1,300,000 | Mar 31, 2026 | May 27, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.14% | $176,874,939.01 | 1,166,029 | Apr 30, 2026 | Jun 26, 2026 |
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